Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 2/19/26
Feb 19, 2026
A lively discussion about why cybersecurity may hold up as AI adoption grows. Conversation highlights how CrowdStrike could benefit from widespread agent use and a new Microsoft marketplace listing. There is also debate over SaaS growth worries and what seat compression means for software companies.
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Cybersecurity Growth From AI Agent Explosion
- Cybersecurity demand may expand as AI agents proliferate, increasing vulnerability surfaces.
- Jim Cramer highlights CrowdStrike as positioned to benefit from that expanding need.
SaaS Pressure Versus Cybersecurity Resilience
- SaaS faces pressure from seat-model compression and possible displacement by agents.
- Cramer notes cybersecurity is less likely to be harmed and may even expand as a result.
George Kurtz Calls It A Bonanza
- Jim Cramer recounts talking to CrowdStrike CEO George Kurtz who called the influx of agent-driven business a "bonanza."
- He cites CrowdStrike's prior $1 billion win from Amazon and the new Microsoft marketplace addition as a similar catalyst.